Important Information Regarding TrustsAugust 1, 2022If you are a Trustee of a Trust, it may need to be registered with the Trust Registration Service by the 1st of September 2022. For all Trusts required to register, the Trustees will need to provide information on the persons involved in the Trust (Settlor, Trustees and Beneficiaries) as well as details of the Trust itself. It is advisable that you contact your accountant or your solicitor, or a Trust Registration Specialist to assist you with the registration process as failure to register your Trust with the TRS could lead to the Trustees of the Trust suffering a financial penalty. If you have any further questions, please do not hesitate to contact our office on 01772 780300.. Continue Reading
Raymond James Professional Development ForumJuly 21, 2022Raymond James Professional Development Forum Branch Principal Wayne Hayhurst reflects on his workshop presentation ‘Real world ideas to help you grow your practice’ at this years’ Professional Development Forum. The Forum welcomed delegates from Raymond James and Charles Stanley, who, alongside head office staff and sponsors, helped lead to a record 440 attendees over the two-day event. Our values guide our path forward, steering our activities and interactions to continually invest in the future of our businesses, colleagues, and communities. “The annual Raymond James Professional Development Forum provides a chance to reflect and consider the potential for our future; educating and connecting us so we can continue to provide the best service to clients.” Continue Reading
Tom O’Neill: New Birthday CardsJuly 12, 2022For many, a daily hike became an integral part of their routine during lockdown. For those in and around the Longridge area, they will immediately recognise the adjacent image of the highland cows. These placid animals quickly became ‘local celebrities’, attracting a great deal of visitors to their field atop green bank quarry each week. This stunning picture was taken by local photographer Tom O’Neill and featured many times on the local community Facebook group, ‘Your Longridge’. Whilst giving our client birthday cards a facelift, we reached out to Tom via social media and asked if he would be willing to feature his striking images of the highland cows on the cover of our cards. Tom was delighted to help and as thank-you he asked us to make a donation to charity on his behalf. “I would like to say a huge thank you to Raymond James, Ribble Valley for using my images for their birthday cards - it’s a supreme privilege and honour for me to have been asked”. Continue Reading
Keeping It In The FamilyJuly 8, 2022Give your family the best chance at preserving wealth from one generation to the next, advises Alastair Brown of Raymond James Continue Reading
Deciphering the Market’s Difficult MessageJuly 6, 2022More than 200 years ago, a French military officer stumbled across the Rosetta Stone, a 2000-year-old carving with clues to deciphering the Egyptian hieroglyphs that had puzzled the world for centuries. We don’t exactly have a Rosetta Stone for our perplexing market’s future – no one does. But just as the Rosetta Stone opened a window into Egypt’s mysterious past, we have some clues that might help investors crack the code in the coming months. Continue Reading
Local Team SponsorshipsJuly 5, 2022Longridge Local Team Sponsorships Andrew Barr, Wealth Manager at the Ribble Valley branch, reflects on some of our most recent sponsorships and why investing in local sports teams is so important to us and our community: “We’re always looking for ways to help our local community and the idea of sponsoring grass roots football is always appealing as it provides so many benefits to young people. From learning to work together to staying active, competitive sports teach children valuable lessons that they’ll carry with them throughout life.” “A number of our employees are avid football and cricket fans, so we’ll be watching the teams with great interest to follow their progress”. Continue Reading
‘SOS Kit Aid’ Golf DayJune 24, 2022SOS Kit Aid Golf Events Get Off the Ground with Support from Halbro Sportswear Raymond James supported the ‘SOS Kit Aid’ golf day on June 23rd at Staining lodge golf club. SOS kit aid is a fantastic charity that distributes second-hand and unused rugby kits to disadvantaged youngsters across the globe. These donations have benefitted over 350,000 young people thus far. Thanks go to regional director Andy Thompson for the fine work he and wife Kathryn do for the charity and for a great day. Should anyone be interested in helping ‘SOS Kit Aid’ please get in touch with your adviser and we will point you in the right direction. Click the address to find out more: https://www.soskitaid.com/latestnews/first-halbro-sponsored-sos-kit-aid-golf-event-is-a-great-success/ . The Raymond James team of Paul Gavaghan, Tony Brown, Jason Keogh and Dan Glover were victorious with 95 Stableford points and were presented their prize by Rugby hall of famer, Gill Burns MBE Continue Reading
Why It Helps To Speak With An ExpertJune 17, 2022Help! We all need it now and again. Our loved ones are usually the first we turn to for advice, but should they be the first port of call for financial guidance? The experts at Raymond James explain Continue Reading
Important Information Regarding Trusts August 1, 2022 If you are a Trustee of a Trust, it may need to be registered with the Trust Registration Service by the 1st of September 2022. For all Trusts required to register, the Trustees will need to provide information on the persons involved in the Trust (Settlor, Trustees and Beneficiaries) as well as details of the Trust itself. It is advisable that you contact your accountant or your solicitor, or a Trust Registration Specialist to assist you with the registration process as failure to register your Trust with the TRS could lead to the Trustees of the Trust suffering a financial penalty. If you have any further questions, please do not hesitate to contact our office on 01772 780300.. Continue Reading
Raymond James Professional Development Forum July 21, 2022 Raymond James Professional Development Forum Branch Principal Wayne Hayhurst reflects on his workshop presentation ‘Real world ideas to help you grow your practice’ at this years’ Professional Development Forum. The Forum welcomed delegates from Raymond James and Charles Stanley, who, alongside head office staff and sponsors, helped lead to a record 440 attendees over the two-day event. Our values guide our path forward, steering our activities and interactions to continually invest in the future of our businesses, colleagues, and communities. “The annual Raymond James Professional Development Forum provides a chance to reflect and consider the potential for our future; educating and connecting us so we can continue to provide the best service to clients.” Continue Reading
Tom O’Neill: New Birthday Cards July 12, 2022 For many, a daily hike became an integral part of their routine during lockdown. For those in and around the Longridge area, they will immediately recognise the adjacent image of the highland cows. These placid animals quickly became ‘local celebrities’, attracting a great deal of visitors to their field atop green bank quarry each week. This stunning picture was taken by local photographer Tom O’Neill and featured many times on the local community Facebook group, ‘Your Longridge’. Whilst giving our client birthday cards a facelift, we reached out to Tom via social media and asked if he would be willing to feature his striking images of the highland cows on the cover of our cards. Tom was delighted to help and as thank-you he asked us to make a donation to charity on his behalf. “I would like to say a huge thank you to Raymond James, Ribble Valley for using my images for their birthday cards - it’s a supreme privilege and honour for me to have been asked”. Continue Reading
Keeping It In The Family July 8, 2022 Give your family the best chance at preserving wealth from one generation to the next, advises Alastair Brown of Raymond James Continue Reading
Deciphering the Market’s Difficult Message July 6, 2022 More than 200 years ago, a French military officer stumbled across the Rosetta Stone, a 2000-year-old carving with clues to deciphering the Egyptian hieroglyphs that had puzzled the world for centuries. We don’t exactly have a Rosetta Stone for our perplexing market’s future – no one does. But just as the Rosetta Stone opened a window into Egypt’s mysterious past, we have some clues that might help investors crack the code in the coming months. Continue Reading
Local Team Sponsorships July 5, 2022 Longridge Local Team Sponsorships Andrew Barr, Wealth Manager at the Ribble Valley branch, reflects on some of our most recent sponsorships and why investing in local sports teams is so important to us and our community: “We’re always looking for ways to help our local community and the idea of sponsoring grass roots football is always appealing as it provides so many benefits to young people. From learning to work together to staying active, competitive sports teach children valuable lessons that they’ll carry with them throughout life.” “A number of our employees are avid football and cricket fans, so we’ll be watching the teams with great interest to follow their progress”. Continue Reading
Personalised Strategies For Business Owners & Entrepreneurs July 1, 2022 The expert team at Raymond James Ribble Valley has extensive experience working with business owners and entrepreneurs, guiding them through the different stages of growing their company Continue Reading
‘SOS Kit Aid’ Golf Day June 24, 2022 SOS Kit Aid Golf Events Get Off the Ground with Support from Halbro Sportswear Raymond James supported the ‘SOS Kit Aid’ golf day on June 23rd at Staining lodge golf club. SOS kit aid is a fantastic charity that distributes second-hand and unused rugby kits to disadvantaged youngsters across the globe. These donations have benefitted over 350,000 young people thus far. Thanks go to regional director Andy Thompson for the fine work he and wife Kathryn do for the charity and for a great day. Should anyone be interested in helping ‘SOS Kit Aid’ please get in touch with your adviser and we will point you in the right direction. Click the address to find out more: https://www.soskitaid.com/latestnews/first-halbro-sponsored-sos-kit-aid-golf-event-is-a-great-success/ . The Raymond James team of Paul Gavaghan, Tony Brown, Jason Keogh and Dan Glover were victorious with 95 Stableford points and were presented their prize by Rugby hall of famer, Gill Burns MBE Continue Reading
Fulfil Your Dream With A Tailored Financial Plan June 24, 2022 Tracey Board, co-founder of Raymond James Ribble Valley, advises on how you can achieve your dreams by having a tailored financial plan Continue Reading
Why It Helps To Speak With An Expert June 17, 2022 Help! We all need it now and again. Our loved ones are usually the first we turn to for advice, but should they be the first port of call for financial guidance? The experts at Raymond James explain Continue Reading